- Are you planning on selling your pest control business but face a large, painful tax bill?
- Have you sold your business and rolled equity that you plan to sell for a gain?
- Are you aware of institutional investment strategies that could lead to >20 cents of tax savings on each dollar invested? Or substantially more in states with income tax…
“I was maximizing the value of my business, so I didn’t think about taxes or strategic planning.”
– Anonymous Pest Control Owner
Building a pest control business inch by inch takes discipline, risk-taking, creativity, resilience, and many other traits… including expert employee relations skills!
Imagine the first tax-day after you sell your business, and you give our wasteful government up to 1/3 or more of your hard-earned cash. That is an extremely painful thought.
If you do not spend your free time reading the Financial Analysts Journal or The Journal of Beta Investment Strategies then you most likely are not aware of dynamic, tax-mitigation investment strategies. These strategies can lead to capital gains tax savings on pest control business sales. Further, the anticipated gains on rollover equity from a prior pest control business sale can also be mitigated and likely with greater impact.
Essential Partners is not an M&A advisor and we do not prepare taxes. We are a wealth advisory firm that helps pest control business owners pre- and post-sale across multiple dimensions including tax mitigation, investment management, trust & estate and cash flow planning while utilizing our Family Office Services.
This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this presentation will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Essential Partners, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.